GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Sells

1 +$4.16M
2 +$3.37M
3 +$1.89M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.47M

Sector Composition

1 Technology 5.32%
2 Communication Services 3.13%
3 Consumer Discretionary 2.02%
4 Financials 0.82%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KHC icon
576
Kraft Heinz
KHC
$29.4B
$2.04K ﹤0.01%
+67
CBRE icon
577
CBRE Group
CBRE
$45.7B
$1.96K ﹤0.01%
+15
HIMX
578
Himax Technologies
HIMX
$1.29B
$1.95K ﹤0.01%
+265
WDI
579
Western Asset Diversified Income Fund
WDI
$744M
$1.91K ﹤0.01%
+132
DHI icon
580
D.R. Horton
DHI
$41.9B
$1.91K ﹤0.01%
+15
HIG icon
581
Hartford Financial Services
HIG
$37.3B
$1.86K ﹤0.01%
+15
LPX icon
582
Louisiana-Pacific
LPX
$5.25B
$1.84K ﹤0.01%
+20
EG icon
583
Everest Group
EG
$13.7B
$1.82K ﹤0.01%
+5
BBDC icon
584
Barings BDC
BBDC
$940M
$1.81K ﹤0.01%
+190
WMB icon
585
Williams Companies
WMB
$74.5B
$1.79K ﹤0.01%
+30
AGO icon
586
Assured Guaranty
AGO
$4.03B
$1.76K ﹤0.01%
+20
MNST icon
587
Monster Beverage
MNST
$69.7B
$1.76K ﹤0.01%
+30
NACP icon
588
Impact Shares NAACP Minority Empowerment ETF
NACP
$61M
$1.75K ﹤0.01%
+44
KKR icon
589
KKR & Co
KKR
$107B
$1.74K ﹤0.01%
+15
AME icon
590
Ametek
AME
$44.5B
$1.72K ﹤0.01%
+10
TEAM icon
591
Atlassian
TEAM
$39.9B
$1.7K ﹤0.01%
+8
HUBB icon
592
Hubbell
HUBB
$23B
$1.66K ﹤0.01%
+5
SYY icon
593
Sysco
SYY
$35.8B
$1.65K ﹤0.01%
+22
JCI icon
594
Johnson Controls International
JCI
$77.7B
$1.6K ﹤0.01%
+20
FANG icon
595
Diamondback Energy
FANG
$42.7B
$1.6K ﹤0.01%
+10
UTHR icon
596
United Therapeutics
UTHR
$20.1B
$1.54K ﹤0.01%
+5
GEV icon
597
GE Vernova
GEV
$157B
$1.53K ﹤0.01%
+5
GME icon
598
GameStop
GME
$9.25B
$1.52K ﹤0.01%
+68
VCEB icon
599
Vanguard ESG US Corporate Bond ETF
VCEB
$906M
$1.51K ﹤0.01%
+24
DD icon
600
DuPont de Nemours
DD
$16.6B
$1.49K ﹤0.01%
+20